Stacey Lynn Sargent
Investment adviser representative at Chicago Capital, LLC
28 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Chicago Capital, LLCFeb 2018 to now
- William Blair & Company L.L.C.Mar 1998 to Feb 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Chicago Capital, LLC
$4.8BAssets managed
838Clients
11Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2594207
- Firm CRD
- 291624